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Vanguard Morningstar Total Stock Market ETF
VTI

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
3376
Dover Advisors
Virginia
$259K +$19.7K +55 +8%
BSG
3377
Black Swift Group
Colorado
$259K – – –
WCM
3378
Warburton Capital Management
Oklahoma
$259K – – –
RMP
3379
Richards, Merrill & Peterson
Washington
$259K – – –
SPWM
3380
Schrum Private Wealth Management
Florida
$258K -$177K -495 -35%
APW
3381
Aventura Private Wealth
Florida
$258K – – –
WF
3382
WealthPoint Financial
North Carolina
$257K – – –
CWP
3383
CFM Wealth Partners
Texas
$256K +$2.5K +7 +1%
SPA
3384
Sentinel Pension Advisors
Massachusetts
$255K -$13.6K -38 -5%
BIS
3385
BG Investment Services
Guam
$255K +$11.4K +32 +5%
HFA
3386
Hippocratic Financial Advisors
California
$254K +$246K +687 New
FGG
3387
Financial Guidance Group
Florida
$254K -$375K -1,048 -60%
KG
3388
Kilter Group
New York
$254K – – –
APWM
3389
Argonautica Private Wealth Management
Massachusetts
$254K +$245K +685 New
MLFP
3390
MPS Loria Financial Planners
Illinois
$253K +$358 +1 +0.1%
OL
3391
one8zero8 LLC
North Carolina
$253K +$76.5K +214 +46%
BSA
3392
Bull Street Advisors
Georgia
$253K +$1.43K +4 +0.3%
CWM
3393
Core Wealth Management
Florida
$253K – – –
MTIC
3394
Missouri Trust & Investment Company
Missouri
$252K – – –
CWM
3395
Copia Wealth Management
Oregon
$252K – – –
DWML
3396
Decker Wealth Management LLC
Tennessee
$252K – – –
SWA
3397
Sightline Wealth Advisors
Connecticut
$252K +$1.07K +3 +0.4%
GCM
3398
Gunderson Capital Management
South Carolina
$252K +$243K +680 New
SFG
3399
Somnio Financial Group
Connecticut
$251K +$715 +2 +0.3%
LCM
3400
LVM Capital Management
Michigan
$251K +$358 +1 +0.1%
134 135
136
137 138